Region and Chapter News

Cleveland Chapter
Holds Annual Scholarship Golf Outing

On August 26, the TEI Cleveland Chapter held its eighth annual scholarship golf outing. This event has grown every year, with thirty teams from seventeen firms participating this year. Proceeds fund scholarships for a master’s in taxation student at the University of Akron and undergraduate accounting students considering careers in… Read more »

Region 8
Annual Conference Takes Place in Hilton Head

TEI Region 8 held another successful regional meeting June 12–16 at the beautiful Westin Hilton Head Resort & Spa in South Carolina. Top national speakers graced attendees with their presence and informative presentations. As always, all the families who joined enjoyed a great time on the beach as well as… Read more »

Region 2
Forum Returns to Atlantic City

TEI Region 2 held its fifteenth Annual Forum June 3–4 at the Borgata in Atlantic City, New Jersey. The day-and-a-half forum kicked off with a plenary on the current tax policy environment, followed by a number of educational breakouts on topics ranging from emerging federal issues to new tax technology.… Read more »

Cleveland Chapter
Honors Larry Boron

On May 20, TEI’s Cleveland Chapter honored Larry Boron, who recently retired as head of tax at Sherwin-Williams. He has been a member of TEI since 1997 and served in numerous chapter roles, including chapter president and chair of the chapter’s International Tax Committee. Boron has been a staunch supporter… Read more »

Region 10
Annual Conference Takes Place in Dana Point

TEI Region 10 held its forty-fourth Annual Conference May 22–24 at the Waldorf Astoria Monarch Beach Resort & Club in Dana Point, California. The three days of educational sessions kicked off with a discussion of current tax policy, including the possibility of tax legislation on Capitol Hill, the OECD Pillars… Read more »

Region 1
Holds Annual Canadian Tax Conference in Ottawa

TEI Region 1 held its fifty-sixth Annual Conference May 3–5 in Ottawa. Mark Caluori, Jun Ping, and Steve Saunders planned the conference, and incoming TEI International President Josie Scalia delivered opening remarks. The program included many notable speakers, including the Honorable Marc Noël, KC, partner at Osler, Hoskin & Harcourt… Read more »

TEI Regions 6 & 7
Hold IRS Liaison Meeting

On May 9, Regions 6 and 7 held their annual liaison meeting with the Internal Revenue Service in Chicago. Larry Pociask, Cathy Stevens, Angela Schlemmer, Sara Zelazny, Meredith Menden, and Ryan Gibbons moderated sessions with IRS speakers on LB&I compliance priorities, the research credit, the Taxpayer Advocate Service, transfer pricing,… Read more »

EMEA Chapter
Hosts Spring Conference in Paris

The EMEA Chapter hosted its annual Spring Conference at Baker McKenzie’s Paris office at the end of May. The first day encompassed a members-only meetings focusing on member-led advocacy initiatives, member roundtables, and member-led sessions, while the second day involved a variety of presentations featuring Baker McKenzie’s professionals and representatives… Read more »

Region 9
Holds Annual Conference in Palo Alto

TEI Region 9 held its Annual Conference April 29–May 1 at the Crowne Plaza Cabana Hotel in Palo Alto, California. Ellen MacMillan, Region 9 vice president, gave welcome remarks, and Sage Eastman of Mehlman Consulting opened the conference with a topical session, Whiplash! Managing a Taxing Political Environment in Washington… Read more »

Chicago Chapter
Volunteers Help Chicagoans File Their Taxes

Through Ladder Up’s Tax Assistance Program in the Chicagoland area, TEI Chicago Chapter members helped to prepare over 14,000 tax returns and secure over $19.5 million in refunds for Ladder Up clients this year. Seven chapter volunteers totaled just over 240 hours of service, with an estimated economic impact of… Read more »